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Our customers continue to take on smaller projects while still deferring larger projects.
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2024 Q4
28 Feb 24
the consumer is healthy and the consumer is engaged
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2024 Q4
28 Feb 24
for us, they were -- they were effectively the same in Q4
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2024 Q4
28 Feb 24
Pro versus consumer
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2024 Q4
28 Feb 24
We continue to successfully offset supply chain and product cost pressures
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2023 Q1
25 May 23
unfavorable weather, particularly in our Western division
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2023 Q1
25 May 23
lumber deflation
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2023 Q1
25 May 23
comps of negative 2.5% in February, negative 7.5% in March and negative 3.7% in April
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2023 Q1
25 May 23
We plan to continue investing in our business with CapEx of approximately 2% of sales on an annual basis.
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2022 Q4
23 Feb 23
continued progress on our supply chain build-out
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2022 Q4
23 Feb 23
We're still seeing strong project business, but there is a bit more overall sensitivity as we saw more one-for-one offset with ticket and transaction in Q4.
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2022 Q4
23 Feb 23
price sensitivity is – while it's a bit broader in Q4 than we saw in Q3, it's still primarily those larger single ticket more discretionary items that we've referenced before appliances grills patio
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2022 Q4
23 Feb 23
Pro backlogs are still healthy, Michael, although they are off their peak from last year.
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2022 Q4
23 Feb 23
Pro backlogs are still healthy, Michael, although they are off their peak from last year.
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2022 Q4
23 Feb 23
we do expect moderation in home improvement demand
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2022 Q4
23 Feb 23
We also still see a healthy customer. I mean, we have good jobs, job growth, growing wages, still strong balance sheets.
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2022 Q4
23 Feb 23
At today's current price, this would imply more pressure in the first half than in the rest of the year.
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2022 Q4
23 Feb 23
if lumber prices remain at current levels for the remainder of our fiscal year that would equate to approximately 100 basis points of pressure to comp sales and an insignificant impact to earnings
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2022 Q4
23 Feb 23
our Board approved a 10% increase in our quarterly dividend to $2.09 per share which equates to an annual dividend of $8.36 per share
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2022 Q4
23 Feb 23
we are announcing that we are increasing annualized compensation by approximately $1 billion for our frontline hourly associates
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2022 Q4
23 Feb 23